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Welcome to Roots of Wealth. A financial blog focusing on life, planning, and interesting information worthy of sharing with you.
Roots of Wealth is proudly managed by Crimmins Wealth Management Located in Ramsey, NJ.
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Ten Obstacles to Investing & How to Overcome Them

December 8, 2021 by Maureen Crimmins Leave a Comment

Dimensional Fund Advisors (DFA) is holding a Shareholder Meeting on December 29, 2021. One of the reasons for this meeting is that David Booth, Roger Ibbotson, and Myron Scholes, who currently serve as directors, will be retiring from the Board. David currently serves as Chairman of the Board and will become Chairman Emeritus effective upon the election of the directors by the shareholders. In addition, David serves as Executive Chairman of the Board overseeing Dimensional Fund Advisors LP and will stay closely involved in the firm’s strategic initiatives.

NOTE:   Our clients should vote their DFA fund proxy shares now before the meeting.  You would have received an email earlier this month with the information necessary to vote the shares online.

Below is an article written by David Booth explaining some of peoples’ objections to investing that he has encountered over the years and his explanation regarding each.  His wisdom has been invaluable to the investing community.

Ten Obstacles to Investing & How to Overcome Them

Hope you have a great week!

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The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

About Dan Crimmins

Dan Crimmins, co-founder of Crimmins Wealth Management, is a financial coach and fee only financial planner. Have a financial question? ASK DAN

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